+157.3%
XES vs VOO
+81.6%
+75.8%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.6% | +0.7% |
| 7D | -1.4% | -0.4% | -1.1% | -1.1% |
| 30D | +2.8% | -1.4% | +4.2% | +4.3% |
| 3M | +2.6% | +3.7% | -1.1% | -1.7% |
| 6M | +12.1% | +13.0% | -0.9% | -2.6% |
| YTD | +51.3% | +12.4% | +38.9% | +32.3% |
| 1Y | +81.2% | +18.6% | +62.6% | +49.4% |
| 3Y | +32.2% | +78.1% | -45.9% | -27.8% |
| 5Y | +157.3% | +82.3% | +75.1% | +38.8% |
| All | +157.3% | +81.6% | +75.8% | +38.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling